See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,375 | $168,632-83.8% | $147,614-81.5% | $125,391-78.2% |
| Participation rate | 70.0% | 88.8%-18.8pp | 84.6%-14.6pp | 83.2%-13.2pp |
| Annual return | 4602.30% | 77.65%+4524.7pp | 61.98%+4540.3pp | 282.22%+4320.1pp |
| Employer contribution / active EE | $1,473 | $6,252-76.4% | $5,564-73.5% | $4,866-69.7% |
| Participant deferral / active EE | $4,796 | $5,507-12.9% | $4,895-2.0% | $5,352-10.4% |
| Admin fee / account holder | $230 | $13,580-98.3% | $11,611-98.0% | $9,540-97.6% |